Salesforce Actions | Salesforce Agent Features

Set Action Trigger

Let your Salesforce Agent take action automatically when certain conditions are met in a conversation. Whether it’s creating a new lead, updating a case, or scheduling an appointment, your AI Agent can trigger Salesforce actions in real time—keeping your CRM up to date without manual effort.

Create or Update Record

With Jotform’s Salesforce AI Agent, you can easily create or update any Salesforce object—including custom objects you’ve built for your unique workflows. Whether you’re managing standard objects like Leads, Opportunities, and Accounts or custom ones tailored to your business, your AI Agent can handle it all with ease.

Get Record

With Jotform’s Salesforce AI Agent, you can use the Get Record action to quickly retrieve Salesforce records based on conversation inputs, static values, or another action’s result. By matching data from the user’s message to any Salesforce record field, your agent can identify the correct record and use it for providing answers or linking related records across actions.

Link Salesforce Records

With Jotform’s Salesforce AI Agent, you can use records retrieved from one action to power the next. Whether it’s relating a contact to an account, linking an opportunity to a lead, or connecting custom objects, your agent ensures data flows seamlessly across Salesforce.

Verify Customer

Jotform’s Salesforce AI Agent lets you validate customer identities with a unique verification code sent to their email. Once confirmed, this verification acts as a safeguard before allowing actions that read, write, or update Salesforce data.

Verify User

With Jotform’s Salesforce AI Agent, you can create AI Agents for your colleagues and validate Salesforce users before granting access to sensitive Employee and HR data. This ensures internal actions like updating records or retrieving employee details are always secure and restricted to verified users.

Create or Update Lead

Jotform’s Salesforce AI Agent can automatically create new leads or update existing ones as soon as the required information is collected in a conversation. With Lookup Filters, your AI Agent can identify the right lead record to update, ensuring data accuracy and eliminating duplicates.

Case Management

With Jotform’s Salesforce AI Agent, you can easily manage cases directly through user conversations. From creating new cases to updating existing ones, adding comments, or escalating urgent issues, your AI Agent streamlines case management—helping your team respond faster and keep records up to date.

Create Service Request for Order

With Jotform’s Salesforce AI Agent, you can set up a predefined “Create Service Request for Order” action. Whenever a customer needs help with an order, your AI Agent can instantly create a Salesforce case—making sure requests are logged and tracked without manual entry.

Manage Appointments

With Jotform’s Salesforce AI Agent, you can automate appointment management directly from conversations. From booking new meetings to rescheduling existing ones, your AI Agent keeps calendars up to date—saving time and ensuring nothing gets missed.

Set Custom Agent Message

Jotform Salesforce Agent doesn’t just take action—it keeps users updated. After completing tasks like creating leads, adding information, or updating records, your Agent can instantly respond with predefined confirmation messages. This way, users always know their request has been successfully processed.